Remote Implementation & Onboarding Lead

Foresight Data, Inc.; New York (NY); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

Equity eligible

Flexible paid time off

Flexible work scheduling

Health, Dental, Vision

Job summary

Foresight Data, Inc. is seeking an Implementation Specialist to scale onboarding workflows and ensure data integrity across our private markets platform.

You will collaborate with Customer Success, Engineering, and Product to deliver repeatable implementations that meet sophisticated investor needs. Ideal candidates bring 5+ years in finance or fund accounting, a solid grasp of accounting principles, and a drive to optimize processes using new software.

Qualifications

• Minimum of 5 years of experience in finance, fund accounting systems, or similar fields.
• Strong understanding of accounting principles and ability to describe principles to outside audiences.
• Experience collaborating closely with Customer Success and Engineering teams to deliver user-centered solutions.
• Willingness to learn new software and platforms.

Responsibilities

• Oversee the implementation and integration of Foresight software, ensuring projects stay on track.
• Identify, assess, and mitigate potential risks that could impact project timelines or outcomes.
• Help customers navigate the transition to new software, addressing concerns, and managing resistance to change.
• Standardize and scale systems, workflows, playbooks, and best practices to improve outcomes and efficiency while supporting a growing customer base.
• Leverage data analytics to identify trends, uncover opportunities, and implement improvements that drive success for both customers and Foresight.
• Work with the leadership team to develop and execute strategies for further account software adoption.
• Operate effectively in a fast-paced, early-stage startup environment with evolving requirements and priorities.

Skills

Fund accounting systems

Finance

Accounting principles

Cross-team collaboration

Willingness to learn new software

Education

Bachelor's degree in accounting, business or related field

Tools

Fund accounting software

Job description

Foresight Data, Inc. is seeking an Implementation Specialist to scale onboarding workflows and ensure data integrity across our private markets platform.

You will collaborate with Customer Success, Engineering, and Product to deliver repeatable implementations that meet sophisticated investor needs. Ideal candidates bring 5+ years in finance or fund accounting, a solid grasp of accounting principles, and a drive to optimize processes using new software.